Blog

I have always believed that education and learning is fascinating and important to further ones perspective. I never would have expected to get into finance and really knew nothing about it until I got to college. After my first finance course in college, I went home that night and researched as much information as I could about the subject. It was fascinating how vast and specialized certain areas of the financial world could be. It only took one night for me to be hooked, and it became very clear early on that money and financial matters were paramount to almost everything in this world. It was through this experience that I decided to pursue a financial career so that I could be involved and learn about so many different industries.

In this blog, I will attempt to take current financial issues, along with long term financial strategies, and educate the reader in a way that makes comparisons to real life issues that everyone faces. The goal is not to make predictions and give direct financial advice, but to relate financial topics to the reader so that they can better themselves or at the very least have a different perspective. I know finance can be boring at times and hope to make it more entertaining by intertwining opinions on current news, trends, and culture along with anecdotes from personal experiences that can be relatable to the reader.

One of the best things about being an advisor is reading what others in your field have to say about various topics. There is a broad array of information about many different things. Sometimes I read for curiosity and other times I...

Business owners are constantly faced with decisions to make. Not only are they responsible for the success of the business but also the well-being of employees, family members, and stakeholders. Outside of all of the day to day...

Every investor wants to make as much money as they can on their investments. Unfortunately, not every investment works out and there are going to be some losers along with some winners. Even the best investors will have investments...

We are now 24 hrs past the tweet storm heard round the investing world in which Elon Musk sent numerous tweets discussing how he was considering taking the company private at $420 a share with funding secured. I am not here to debate...

It seems that you can’t go a single day without some reference to “fake” news or some claim that gets written off as a fake. In fact, it has proliferated our daily lives so much that it is hard to know what is real...

As we enter the heart of corporate earnings season and the season for two of my local sports teams, the NY Giants and NY Yankees are over, I thought it was a good time to reflect on the similarities between sports and stocks. There...

Last week my wife and I decided to get our wood floors refinished. Before we could get the people in to work on the floors we had to move everything out of the rooms and closets. For those of you who have done a house project or even...

I have been a professional investor for the last 13 years and ever since I was first exposed to the idea that your money can make money in college I have been absolutely fascinated by investing. In fact, I am always trying to look at...

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